30+ Best SaaS Tools to Help Your Small Business Increase Sales in 2023
Increasing your small business sales without SaaS tools has become almost impossible.
But there are so many of them.
To help you make your buying decision a bit easier to make — we'll go through 30+ best SaaS tools that will help you increase sales.
From lead prospecting to customer relationship management tools, this list contains every single tool you need to transform your small business into a well-oiled money-making machine.
Let's start!
What are SaaS tools?
SaaS tools have appeared to be game-changing for small businesses looking to boost their sales.
In short, SaaS tools are cloud-based solutions that can help you with a huge range of needs - from improving your sales performance to supercharging your customer success efforts.
And the best thing is - you can access every SaaS tool via a web browser.
Today, we can find SaaS tools in co +untless forms, catering to various business needs. Every area of your business operations can be improved with a SaaS tool - and that's exactly what we'll help you do.
In this blog post, we'll go through 30+ top-rated SaaS software providers and help you improve your company toolkit.
Now, before we go any further, just a few more must-know facts about SaaS tools.
They are affordable and highly scalable. Usually, they operate on a subscription-based model, which means you can get a new game-changing tool for as little as $20/month. And if your needs keep increasing, you can always choose a more expensive pricing plan that can help with your new technology needs.
SaaS tools are most commonly used to help you get more out of your business activities. This means streamlining customer interactions, automating repetitive tasks, and facilitating teamwork.
And even if you're not tech-savvy, you'll find that the majority of SaaS tools are incredibly easy to use.
Why do you need to use SaaS tools
Using SaaS tools is no longer optional if you're serious about increasing your sales revenue. Here's why you should consider adding a new tool to your stack - and what to expect.
SaaS tools are cost-friendly
Unlike with traditional software, you don't need to purchase a yearly or a lifetime license when choosing a SaaS tool. You can access all the useful features for just a fraction of the cost of developing and maintaining your in-house solution.
Pricing plans are often affordable, and you'll even find some tools with free plans. To top it off, you'll find a free trial for almost every SaaS tool on the market, so you can try them out without any risk
Huge scalability potential
All SaaS tools are designed with scalability in mind.
For example, if you're a small business owner with basic technology needs, you could start off by choosing the starter plan. As your business grows and more needs appear, you can always choose a different pricing plan that better suits your newly-arisen business needs.
Easily accessible
There's no need for complex installations and software updates. SaaS tools are cloud-based, so you can access them from any device, as long as you have an internet connection.
Several SaaS tools even have their mobile apps, but you can always access them via your web browser.
Tool integrations
Almost every SaaS tool on the market offers software integrations. This means that you can streamline your workflow by connecting your SaaS sales tools with other SaaS tools.
Doing this will ensure all the data your SaaS tools are using is up to date.
For example, if you're already using 6-7 different SaaS tools for various business purposes, connecting these tools will provide you with a clear overview of your data. Less time spent on checking all the tools and reports - and fewer data inconsistencies.
And some integrations just make sense.
Here's an example. If you have a lead prospecting tool, integrating it into a CRM and an email automation tool would be extremely beneficial. Imagine all those newly-discovered prospects being automatically introduced into your CRM and your email software.
Starting new conversations with these prospects and tracking success now looks much easier. Right?
Automate as much as possible
This is the area where SaaS tools dominate - automation. The entire goal of a SaaS tool is to help you work better and work faster. And here's how they help you do it.
If there's a repetitive, time-consuming task eating up your schedule, there's a good chance it can be automated with a SaaS tool.
Email automation is the best example we can use here. If your mailing list has 1000 contacts - you surely don't want to send all these emails manually, one by one. Of course not - you'd want it automated. SaaS tools like Mailchimp or Moosend can help you automate your replies or even your entire conversations.
And this is just one small example. Almost every business operation can be automated to a certain degree, so think about implementing SaaS tools to free up your time so you can focus on what matters - improving your sales processes, closing deals, and driving revenue.
What is the best SaaS tool for increasing sales
This is where it starts, our comprehensive list of 46 best SaaS tools your sales and marketing teams are going to love.
We'll focus on SaaS tools that can help you directly impact your revenue and sales performance, so be sure to check out all the tools on the list.
Now, let's dive in.
Best lead prospecting SaaS tools
We start at the very beginning of your sales process - sales prospecting.
Sales prospecting tools are designed to help you identify and target potential customers. This makes the lead generation process much easier. With sales prospecting tools, you can:
- Find new prospects more quickly
- More easily find highly relevant prospects likely to convert
- Reach out to a larger pool of potential leads
- Personalize outreach efforts by gathering prospect and account data
Let's explore the best lead prospecting SaaS tools that can supercharge your sales efforts:
#1 Leadfeeder
If you're looking to generate more B2B leads for your small business, arming your sales team with Leadfeeder may just help do the job. Leadfeeder identifies website visitors from your Google Analytics data and generates qualified leads from those visitors.
When someone from your target company visits the site, your sales team gets notified by email so they can follow up with them in a timely manner. Every lead gets automatically scored and the most promising ones are placed on the top of your sales teams' lead list.
Even more, there's a wide range of integrations available for tools like Pipedrive, Salesforce, Zoho CRM, MailChimp, LinkedIn, and others.
All in all, it's an awesome sales tool if you're looking to get more leads quickly.
Key impacts on sales growth:
- Identifies anonymous website visitors, converting them into leads.
- Integrates with CRMs for seamless lead management.
- Prioritizes leads based on engagement, optimizing sales efforts.
- Enhances sales strategies with detailed visitor data insights.
Leadfeeder pricing
You can choose from two versions - the free one with limited capabilities or the paid one that unlocks the full power of Leadfeeder. Here's Leadfeeder's full pricing table.
And here's the full comparison of these two plans. The free plan is quite limited, but it can still provide you with a list of companies your visitors are coming from. And for a free tool - that's pretty cool.
#2 LinkedIn Sales Navigator
If you're in B2B sales, chances are you've already tried out LinkedIn Sales Navigator. But if you haven't, here's what it does.
In essence, LinkedIn Sales Navigator is a SaaS tool designed to help sales reps leverage LinkedIn's huge user base for lead generation and sales prospecting purposes. Or more simply said, you can find anyone on LinkedIn - from small business owners to corporate C-level executives.
Its advanced search and targeting features are unmatched, but even better, you can integrate LinkedIn Sales Navigator with your CRM software. And your sales professionals can keep track of all updates across any lead or account which makes this entire process easier.
LinkedIn seems like an unavoidable destination in B2B sales, so think about leveraging its network with this phenomenal SaaS tool.
You've organized a discovery call with your lead, but how to handle that call and get your lead closer to sale? We've got you covered. Here's our list of 19 discovery questions to ask on sales calls.
Key impacts on sales growth:
- Expands lead generation with advanced search features.
- Integrates with CRMs, keeping track of prospect interactions.
- Personalizes outreach with rich prospect profiles.
- Enhances sales productivity through targeted lead recommendations.
LinkedIn pricing
Every pricing plan comes with a 30-day free trial, but be prepared to pay a hefty monthly fee. LinkedIn's Core plan starts at €82.63/month (billed annually), but it's best to contact their sales team directly if you're looking for a plan to be billed monthly.
Below is the complete pricing table.
#3 Cognism
Cognism is a great B2B sales tool, primarily intended for lead generation and sales intelligence uses. It works somewhat similar to LinkedIn's Sales Navigator, and the entire user interface is easy to use and navigate - so if you're new to this kind of sales tools, you'll find your way around very soon.
With Cognism, your sales teams can identify ideal-fit accounts and find the decision-makers' verified contact information in just seconds. Also, it comes with a Chrome extension to power up your LinkedIn prospecting process.
What separates Cognism from its competitors is the use of intent data to help your sales teams identify companies that are ready to buy.
Aside from these features, it can help you improve your data quality, eliminate any data inconsistencies, and populate missing data points with stunning accuracy.
Cognism also integrates with your favorite CRM tools, so you'll have no trouble transferring leads and workflows into your CRM software of choice.
And if you need some help with managing and automating your sales outreach efforts, with Cognism, you can do that too. All in all, a great sales tool!
Key impacts on sales growth:
- Provides sales intelligence for better lead qualification.
- Offers intent data to identify purchase-ready prospects.
- Integrates with major CRMs for efficient data management.
- Automates outreach with enriched contact data.
Cognism pricing
The thing is - you'll need to have a bigger sales tool budget if you want to use Cognism. Pricing starts at $15,000 a year and goes up to $25,000 a year. No free trial, and no monthly billing. Simple as that.
And to access these prices, you'll need to contact them to get info on prices.
#4 Lusha
Lusha is a SaaS sales intelligence tool designed to speed up your sales process by enabling you to quickly find new leads and their contact info. It's incredibly easy to use and can confidently rival other commonly used prospecting tools like Sales Navigator.
With Lusha, your sales reps can quickly find all the key contacts you're looking for, build your contact lists, and start generating leads.
For example, if you're looking for healthcare company COOs, you can use Lusha to filter your search even further. You can factor in annual revenue, company headcount, market share, and much more.
You'll find all the verified emails and safe-to-call phone numbers for decision-makers that match your buyer persona. And you'll do that insanely fast.
Lusha enables you to identify potential buyers by targeting accounts that are looking for a solution you're offering. This can help your sales reps quickly fill your sales pipeline and even shorten your sales cycle. And that's a good thing.
Key impacts on sales growth:
- Accelerates lead generation with direct contact information.
- Simplifies prospecting with powerful filtering options.
- Enhances personalization with detailed prospect profiles.
- Integrates with CRMs for streamlined lead management.
Lusha pricing
Lusha offers several pricing plans tailored to different user needs. The plans are based on a subscription model, and pricing varies depending on factors such as the number of credits required and the level of access to contact information.
Best project management SaaS tools
Working without a proper project management tool can quickly turn into a nightmare. Imagine this - you're managing a 5-man team consisting of 3 developers, a designer, and a marketer.
- They each have their own tasks
- Every task has its own deadline
- They require specific files and documents to complete the task
- Your members need some input before they can start working on the task
- They need access to all company assets
- They need to be able to easily collaborate with their colleagues
- And so on...
The story just goes on. And covering all this without a project management tool is like fighting an uphill battle. Project management tools are designed to help you effectively manage your projects, collaborate more easily, and finish your projects on time.
Here are some of the best project management tools you'll find on the market:
#5 Monday
Monday is an easy-to-use project management tool that will help you manage projects of all types and sizes. With Monday, your teams can now easily shape their workflows and projects however they like.
If you've ever used a project management tool, you already know what kind of features to expect here.
In short, you'll be able to:
- Use customizable workflow templates
- Track time for every task and project
- Implement automation to eliminate manual work
- Gain valuable insights through customizable dashboards
- Integrate other sales tools and other apps to streamline any sales process
Monday, with its huge set of features, is a productivity power tool. Your team members will be more productive, their communication with other team members will be more result-oriented, and all progress will be transparently displayed.
All in all, if you're looking for a project management tool to increase your productivity, give Monday a go!
Key impacts on sales growth:
- Improves project management with customizable workflows.
- Enhances team collaboration with integrated tools.
- Tracks sales progress with detailed analytics.
- Automates repetitive tasks, increasing efficiency.
Monday pricing
Monday offers several pricing plans based on the number of users and the level of functionality required. The plans range from basic options for small teams to enterprise-level solutions for larger organizations.
Here's the entire pricing table.
#6 ClickUp
ClickUp combines collaboration, project management, reporting, and document management features to create a solid all-in-one productivity platform.
Even in its free plan, users can create and collaborate on documents, whiteboards, Kanban boards, create unlimited tasks, and manage as many Sprints as needed.
What's really great is the fact that you can track your project in multiple views. For example, you could use a list view for tasks, a board view for workflows, or a Gantt view for schedules. Additionally, every workspace can be fully customized with different colors, themes, and descriptions.
And even there are many features that come with a steeper learning curve - ClickUp is a great and affordable project management tool.
Key impacts on sales growth:
- Offers versatile project management views for sales tracking.
- Customizes workflows to match sales processes.
- Integrates with other tools for comprehensive project oversight.
- Enhances productivity with task automation features.
ClickUp pricing
ClickUp offers various pricing plans to cater to the needs of different businesses. They provide a free plan that includes essential features and supports unlimited users. Here's ClickUp's full pricing table.
#7 Trello
The project management market is saturated up to a point where it's easy to overlook smaller players like Trello. Still, Trello's focus on a single project management methodology (Kanban) makes it stand out. That said, if you're looking for a Kanban-only app, Trello's your best pick.
Trello supports unlimited users, tasks, and integrations in the free plan, which is one of the reasons why it's popular with smaller teams.
Unlike Monday or ClickUp, it's not meant for complex projects, but it can be extremely helpful when managing day-to-day tasks and smaller projects. Also, it's a great place to store all your project-related files - Trello limits the size of files you can upload but offers unlimited storage.
And even though Trello focuses on Kanban, it does feature a few different project views like calendar, timeline, map, dashboard, and table views. Paid users can even utilize templates to quickly create new workspaces.
Its free plan is one of the best ones you'll find and it just may prove to be the best fit for your needs.
Key impacts on sales growth:
- Simplifies task management with Kanban boards.
- Facilitates collaboration with an easy-to-use interface.
- Customizable boards fit various sales processes.
- Integrates with numerous apps for enhanced functionality.
Here is a quick video on how to improve productivity with Trello!
Trello pricing
Trello offers both free and paid plans to cater to different user needs. The free plan provides basic functionality and is suitable for individuals and small teams. Here's a link to their pricing page.
#8 Notion
Notion is one of the best tools on this entire list. It's a project and workflow management solution, but it's much more than that.
With Notion, you can:
- Set and track your goals
- Manage your leads
- Track your task and project status
- Create content and schedule it
- Organize your team and manage team-related documents
In short, with Notion you can do anything. Whether you just need a place for your notes and to-do lists, or you want a tool that can help you with all your project activities, Notion is a great pick.
For example, Notion can help you build and maintain knowledge bases for multiple topics. These knowledge bases could refer to task instructions, coding guidelines, HR workflows, writing guidelines, and so on.
As Notion has a built-in calendar and Kanban boards, you can even create project roadmaps and monitor all project tasks based on several properties, such as category, priority, assigned team member, etc.
And collaboration with Notion has never been easier. You can simply tag your colleague in a document and ask for feedback. Even more, you and your team members can start discussions on every task, project, or document.
Finally, what places Notion at the top - integrations. You can connect your Notion workspace with Slack, Figma, InVision, and multiple other tools to speed up your workflows even more.
To summarize - if you're looking for a well-rounded solution for managing your projects, storing your documentation, and collaborating on daily tasks, Notion may very easily be your first pick.
And we support that decision. Propoze team uses Notion too and we love it.
Key impacts on sales growth:
- Organizes sales documentation in a unified workspace.
- Tracks projects and tasks with customizable templates.
- Facilitates team collaboration and document sharing.
- Integrates with tools like Slack for seamless communication.
Notion pricing
Notion offers both free and paid plans to cater to different user needs. The free plan provides essential features and is suitable for personal use or small teams. There is a free trial for Business and Enterprise plans, but we recommend you check out what Notion can do in their free plan.
Here's a link to their pricing page.
Best internal communication SaaS tools
Smooth and effective communication is a prerequisite for productivity and successful teamwork. Without these SaaS tools, keeping your team connected and working as a unit is challenging.
Luckily, all these tools are extremely affordable, so your budget shouldn't play a too big role when choosing an internal communication tool.
Let's review some of the best internal communication tools.
#9 Slack
Slack is a widely used internal communication tool - and frankly, so many companies use it today that it has become somewhat of a standard in all digital industries.
The reason for that is Slack's incredible quality of service. Teams in Slack can easily work together, as you can organize your Slack workspace into numerous channels.
For example, if your teams are located in 3 locations, there could be a channel for each location. Also, you can create a separate channel for every project, every department, and much more.
This makes it easy for your team members to stay in the loop for topics important to them. And each of these channels can be made public (but you still don't have to join it) so anyone on the team can see what other teams are doing.
For new hires, this may be really helpful. They start with an empty inbox and so little company knowledge, so being able to go through all these channels and see what the team is actually working on helps them get up to speed quickly.
But Slack does even more. It has countless integrations available, making it easy to centralize all your notifications, files, and data from other sources. This means - no more switching between different tabs and dashboards.
Everything you upload in Slack gets indexed automatically so you can create a detailed knowledge base with no effort, simply by sharing your work in Slack.
All in all, Slack is a great tool to use regardless of your industry and tool stack, give it a try!
Key impacts on sales growth:
- Streamlines internal communication with channel-based messaging.
- Integrates with sales tools for centralized information access.
- Facilitates real-time collaboration and file sharing.
- Customizes workflows with various app integrations.
Slack pricing
Slack offers a range of pricing options to accommodate different team sizes and requirements. The plans include a free plan, which provides basic features and limited message history, suitable for small teams or personal use.
Here's a link to their pricing page.
#10 Microsoft Teams
If you're using Microsoft's tools primarily, Microsoft Teams will be a great addition to your toolkit. With Teams, you can view and collaborate on documents directly from the app, participate in voice and video calls, view full conversation histories, and more.
Even better, you can customize Teams to suit your team and create tabs to make it easy to access some frequently used documents or cloud services.
And as you guessed - integrations with Word, PowerPoint, Excel, OneNote, SharePoint, Power BI, Delve, and Planner are all built into Teams. So, if you're going heavy on Microsoft, Teams is your best pick.
It's not as well-rounded as Slack, but it gives great value for money, especially if you're loyal to Microsoft. Choosing Teams as your go-to communication tool may be a great choice, but let's first look at the pricing.
Key impacts on sales growth:
- Enhances team collaboration with integrated Office tools.
- Offers comprehensive communication features, including meetings and calls.
- Customizable tabs and channels organize sales efforts.
- Integrates with numerous apps, enhancing sales processes.
Microsoft Teams pricing
Microsoft Teams offers a range of pricing options to cater to different business needs. It is bundled with Microsoft 365 subscriptions, which include various plans like Microsoft 365 Business Basic, Microsoft 365 Business Standard, and Microsoft 365 Enterprise plans.
Here's a link to their full pricing table.
#11 Hub
The Hub is a bit different tool than Slack or Teams. We can freely categorize it as intranet SaaS software. Now, what exactly does Hub do?
In short, Hub enables you to build an entire intranet where you can share web forms, company events, polls, news, and other important documents. This internal employee portal can be fully customized with your company colors, branding, and logo, so this will be a perfect place to store all the information you want your employees to know.
Moreover, Hub functions as a task management platform where your team members can assign work to each other and track progress. And they can even engage. in discussions with other team members, your customers, clients, and partners.
The Hub comes with several social networking features which really help you increase employee engagement with the content you share. And keep in mind - you can use Hub to store your brand content in different formats, like PDFs, images, and videos.
Even more, to ensure your shared content is always up-to-date, you can set up launch and expiry dates for every piece of content you put out.
There are so many things you can do with Hub, so be sure to check it out if you want to set up an intranet.
If you're wondering what types of content will help you skyrocket your sales - check out our list of the best sales enablement content types.
Key impacts on sales growth:
- Centralizes internal communications and document management.
- Facilitates task management and team collaboration.
- Customizes content sharing with branding options.
- Engages teams with social networking features.
Hub pricing
Hub offers a range of different plans, but to find out what kind of pricing we're talking about, you'll need to contact them directly. They will provide you with a custom offer depending on the number of users you have.
Here's a link to their pricing page where you can request a quote.
Best email marketing SaaS tools
Email marketing automation tools are still one of the most effective tools for getting more B2B sales. Marketing and sales departments often use these tools because they can help with:
- Optimizing your lead generation and email outreach efforts
- Improving your customer retention rates
- Deepening relationships with existing customers
- Increasing customer satisfaction
- Gathering accurate customer data
Now, let's take a look at the best email sales tools your team can use to boost sales in 2023.
#12 Mailchimp
Mailchimp has grown from an email marketing tool to a complete all-in-one automation tool. With Mailchimp, you can create, send and analyze email and ad campaigns, build landing pages, and much more.
It's extremely popular with digital marketers because they can track all their outreach activities in a single platform.
Here's what you can expect when signing up for Mailchimp.
You'll have complete campaign transparency, meaning you'll have insight into every single email-related metric you can imagine. You'll know the open rates, the clickthrough rates, you'll be able to track your emails to see how many times did an individual open it, how many people subscriber (or unsubscribed) after a campaign, and so on.
Even better, you'll be able to create a new campaign stunningly fast by using Mailchimp's predesigned templates and campaigns. So, if you're new to digital marketing, getting a free Mailchimp account could be a good move.
And its free plan is really great. You can send up to 12,000 emails to 2,000 subscribers each month without having to pay for anything. You'll even have access to some of Mailchimp's cornerstone features like its automation workflows and ad campaign creation.
Even if you're on the go and you want to check your campaign results, you can do it on Mailchimp's mobile app - you can even create and send campaigns through their mobile app, and we think that's pretty cool.
Still, what makes Mailchimp so great are the integrations. You can easily connect your Mailchimp account with your website and:
- Capture order information and automatically send transactional emails
- Create targeted campaigns for your website visitors
- Automate follow-up emails for all product-related occasions
- Send personalized order notifications
Here's a brief guide to help you get started with Mailchimp's features!
In short, if you're running an eCommerce, a tool like Mailchimp will be invaluable to you.
They offer support via email and live chats, so you'll be able to get answers to any questions in a timely manner.
Shorter sales cycles, larger average deal size, and a super high net sales efficiency. Sounds good? Here's a comprehensive guide that will help you maximize your sales efficiency.
Key impacts on sales growth:
- Automates email campaigns for efficient lead nurturing.
- Analyzes campaign performance to refine marketing strategies.
- Integrates with e-commerce platforms for targeted outreach.
- Personalizes emails based on customer data for higher engagement.
Mailchimp pricing
MailChimp provides flexible pricing options to accommodate businesses of all sizes. It offers both free and paid plans, allowing users to choose the option that best suits their needs. The free plan provides basic email marketing features and allows users to send a limited number of emails per month.
Here's a link where you can see the entire pricing table.
#13 Omnisend
Omnisend is an all-in-one email & SMS marketing tool that can help you automate your entire marketing outreach. Here's what you can do with Omnisend:
- Capture and grow your mailing lists with landing pages and popups
- Engage your customers with predesigned email & newsletter templates
- Implement pre-built email automation for numerous workflows (welcome, abandoned cart, birthday emails,...)
- Easily integrate with Shopify, BigCommerce, WooCommerce, Wix, and many more
Unlike other automation platforms on the market, Omnisend lets you take control over even more channels - not just email, but SMS and push notifications too.
And if you want to create a retargeting ad on those channels, you can quickly sync your customer data with Google and Facebook to create a perfect retargeting campaign.
With Omnisend, you can now effortlessly collect new subscriber information. To do this, you'll have various popups, embedded forms, landing pages, and other interactive elements at your disposal.
To sum it all up, Omnisend is a phenomenal automation tool that will most definitely have a great impact on your sales revenue.
Key impacts on sales growth:
- Combines email and SMS marketing for comprehensive outreach.
- Automates workflows for efficient customer engagement.
- Integrates with e-commerce platforms for personalized marketing.
- Utilizes customer data for targeted retargeting campaigns.
Omnisend pricing
Omnisend offers flexible pricing plans to accommodate businesses of different sizes and needs. It provides a free plan that includes basic email marketing features and allows businesses to send a limited number of emails per month. For businesses that require more advanced features and higher email volumes, Omnisend offers paid plans with tiered pricing based on the number of subscribers.
Here's a link where you can check out their pricing in more detail.
#14 Moosend
Moosend is an automation platform designed for managing email campaigns, mailing lists, newsletters, and everything email-related. It's extremely popular with freelancers and small businesses due to its ease of use, predefined email templates, automation capabilities, and a visually-appealing drag-and-drop editor.
There's simply so much you can do with Moosend. To start, you get access to numerous, responsive and customizable email newsletter templates. And before you start sending emails, you can preview and test them across all device formats to make sure they look perfect.
The drag-and-drop editor is the real gem of this app. No design or coding experience is needed, all you need to do is add all the blocks you want and customize them according to your preferences. And if you do have coding knowledge, there's a code view with HTML and CSS so you can customize your emails even through code.
And like other automation tools, Moosend allows you to create custom opt-in forms to collect customer data. In turn, you can include these opt-in forms on your website, Facebook page, or blog.
With Moosend, you can divide your email lists based on subscriber data, and campaigns can be tailored to specific subscriber groups. Even better, you can choose trigger events, apply filters, and select actions to create automated workflows for various scenarios.
For example, these scenarios could be new subscriptions, abandoned carts, and subscriber anniversaries.
Additionally, pre-designed workflow templates are provided and can be fully customized. You'll also get access to real-time campaign analytics that will provide you valuable insights like:
- Email open rates on different devices and email clients
- Performance based on location
- Subscriber engagement
- Clickthrough rates for multiple links within a single campaign
There is much more to discover about Moosend, so why not give it a try!
Key impacts on sales growth:
- Automates email campaigns to streamline marketing efforts.
- Provides detailed analytics for campaign optimization.
- Offers customizable email templates for branded communications.
- Segments audiences for targeted marketing strategies.
Moosend pricing
Moosend offers flexible pricing plans tailored to businesses of all sizes. The platform provides a free plan that includes essential features and allows businesses to send a limited number of emails per month. For businesses with more extensive needs, Moosend offers paid plans with tiered pricing based on the number of subscribers.
Here's a link where you can check out their pricing.
#15 Brevo (formerly Sendinblue)
Brevo (formerly Sendinblue) is a well-trusted and affordable marketing tool used by more than half a million businesses. It's designed to help growing businesses scale faster with its user-friendly interface and suitability for companies of all sizes.
One of the standout features of Brevo is its ability to run multi-channel marketing campaigns seamlessly. Whether it's email, WhatsApp, SMS, web push notifications, or even Facebook Ads, with Brevo you have the power to engage your audience across various channels.
Automation is a key strength of Brevo, enabling you to streamline your marketing activities. By automating tasks and delivering the right message at the right time, you can efficiently manage your audience and focus on building lasting customer relationships.
Additionally, Brevo provides you with a holistic view of your customer interactions by integrating with the tools you're already using. By simply connecting your CRM and a few other tools, you'll get a complete insight into your customers' behavior.
And with Brevo's Sales Platform, your sales representatives can easily track leads, automate tasks, and schedule meetings. In short, with Brevo you can more easily streamline your sales efforts and focus on closing deals, maximizing your sales productivity.
With all these advanced features readily waiting for new users, we can confidently say that Brevo is one of the best sales automation tools your team could buy. But let's check just how much it costs.
Key impacts on sales growth:
- Automates email and SMS marketing campaigns.
- Analyzes campaign results for optimization.
- Offers CRM features for better customer relationship management.
- Supports transactional emails for e-commerce.
Brevo pricing
Sendinblue offers a variety of pricing plans to accommodate businesses of all sizes. The platform provides a free plan with limited features and a monthly email sending limit. For businesses with more extensive needs, Sendinblue offers paid plans that scale based on the number of emails sent per month and the features included.
Here's a link to their pricing page.
Best customer relationship management (CRM) tools
When running a small business, regardless of the niche, chances are you already are using customer relationship management (CRM) software.
From organizing customer data to tracking sales engagement and gathering crucial sales intelligence — CRM tools are some of the top sales tools you'll ever find.
Now, let's dive in and find out which CRM software can help optimize your sales processes the best.
#16 HubSpot CRM
HubSpot CRM is one of the best CRM software on the market, without a doubt. The focus of the entire platform is on eliminating manual work and freeing up more time for your sales reps.
It will record calls, log emails, and manage data in a very intuitive manner, meaning you can execute all these activities stunningly fast.
Besides helping with these activities, HubSpot CRM will provide you with a clear view of your entire sales funnel. You'll be able to:
- Sort deals won and lost
- View all scheduled appointments
- View all sent contracts over any time period
- Track performance against quotas
- Sort deals by name, owner, deal size, or pipeline stage
The biggest advantage of HubSpot still is in its automatic data capture. Whether your customers are interacting with you in an email, across social media, or a call - HubSpot will automatically track these interactions.
Every interaction with a lead then gets stored in a well-organized timeline, along with all the information on that interaction. And if you choose to connect HubSpot Marketing with HubSpot CRM, you'll be able to see which content your leads consumed before they interacted.
Now, that's what we call value.
In short, if you're looking for a CRM to kickstart your small business sales, HubSpot CRM may be the best pick. Even if the competitors are crushing it!
Key impacts on sales growth:
- Offers an all-in-one marketing, sales, and service platform.
- Includes CRM tools to manage and analyze customer interactions.
- Automates marketing workflows to increase lead generation.
- Provides detailed analytics to track sales performance.
Take a look at the HubSpot CRM tutorial designed for beginners, which provides an introduction to the basics!
HubSpot CRM pricing
HubSpot CRM is available for free, making it an attractive option for small businesses or those with limited budgets. The free plan includes core CRM features, such as contact management, deal tracking, and email integration. It provides a solid foundation for businesses to manage their customer relationships effectively.
They have several different pricing plans for their products, so check them all out on HubSpot's pricing page.
#17 Zoho CRM
Zoho CRM is a worthy contender for the place of the best CRM software for small businesses. Zoho offers more integration with more than 40 Zoho products and can integrate more than 300 third-party apps like Office 365, Salesforce, G Suite, and so on.
And if you decide to use Zoho as your CRM of choice, you'll get access to Zia, an AI-powered sales assistant. It will help your sales reps study their sales patterns, and provide them with intelligent alerts, task reminders, suggestions, and more. In short, it's a great tool to power up your sales process.
What's great about Zoho is that you can communicate with your users anytime and anywhere. Regardless of the channel they're using, you can use a single inbox to connect with them and enhance their experience. Whenever your reps get a call, a message on live chat, an email, or a message on social media - you'll know it.
But the beauty of Zoho CRM is in its analytics. You can create custom dashboards and reports on metrics like lead gen, revenue, deals, and many more. And the data you see gets pulled from all your integrated tools and systems.
And even better, you can customize the entire user interface to your liking.
Key impacts on sales growth:
- Centralizes customer information for improved sales management.
- Automates sales processes to increase efficiency.
- Offers detailed analytics for performance tracking.
- Integrates with other Zoho apps for comprehensive business management.
Zoho CRM pricing
Zoho CRM offers flexible pricing plans to cater to different business needs. The plans range from a free edition with limited features to paid plans with advanced functionalities and increased storage capacity. The pricing varies based on the number of users and the desired feature set. It is advisable to visit the Zoho CRM website or contact their sales team for detailed pricing information tailored to your specific requirements.
They have a few more bundle offers, so check them out on Zoho's pricing page.
#18 Salesforce
Salesforce is THE CRM software. If you've ever been in B2B sales or worked with CRMs, you know about Salesforce. Here's what you can do with it:
- Manage your leads, contacts, and customers
- Create customizable reports
- Customize your user interface
- Manage your sales pipeline
- Integrate with over 3,000 3rd party tools
- Manage your marketing campaigns
- Automate your email marketing efforts
- Manage permissions and user roles
- Write quotes and contracts
And if there's a feature that Salesforce doesn't cover, you'll need to leverage one of the numerous available integrations to make it possible.
Keep in mind, even though the tool is easy to use in its basic form, customization is difficult. And the more complicated your sales pipeline gets, the more difficult Salesforce gets for its users. It's not the easiest one to use, so be prepared to spend some time learning the ropes.
But automation and workflows are where Salesforce proves its high value. There are a ton of different options for automation, not limited to simply assigning leads as they come in. Every workflow can be customized and there's even a developer sandbox so your tech team can work on improvements whenever a workflow or automation requires it.
But as we said, there are more than 3,000 available integrations and this makes Salesforce the go-to CRM tool for small businesses whenever they need to piece together a few tools. Some of the most popular integrations include Slack, Calendly, DocuSign, QuickBooks, LinkedIn, HubSpot, and many more.
If you're scaling your business and you have a lot of customization needs, Salesforce may just be the best pick. That said, if you have a tiny budget and simple sales processes, implementing Salesforce could easily be overkill.
Key impacts on sales growth:
- Provides a comprehensive CRM solution for all stages of the sales process.
- Automates tasks and offers personalized customer journeys.
- Delivers insights with advanced analytics and AI features.
- Enhances collaboration with integrated communication tools.
Here is a quick video explaining the basics of Salesforce!
Salesforce pricing
Salesforce offers different pricing plans tailored to businesses of various sizes and needs. There's a free trial for every single pricing plan, so feel free to try it out!
Here's a link to their pricing page where you can check their prices in more detail.
#19 Pipedrive
Pipedrive is a great CRM tool for small businesses and small sales teams, especially due to its affordability and ease of use. It's good to know that this sales platform is designed by sales experts - and this gives it an edge over the competition when it comes to managing sales cycles.
Like with Zoho's Zia, Pipedrive users can use the Sales Assistant to automate their repetitive tasks. And you can be sure that your sales team will be on the same page, as they'll get notifications whenever the settings get altered, or a new important event occurs.
This means that anyone can step in and work a lead if necessary.
So, even if half of your company decides to go on sick leave - the sales cycle never stops.
And talking about features, there are a lot of common features between Pipedrive, HubSpot CRM, and Zoho CRM. With Pipedrive, you'll be able to create and track your leads throughout the entire sales pipeline. And each step in your sales pipeline can be automated so your sales reps don't have to waste time on all their tedious and repetitive busywork.
The platform does offer some level of customization, but if you're looking to fully utilize the API and webhooks customization - you'll need a developer. But it's worth investing in these customizations, as they can make the work much easier.
And here's how automation and workflows work here.
When using Pipedrive, you start with a Kanban-style lead board where you can track leads based on where they are in the funnel. Also, you can switch the view and look at the leads sorted out depending on how likely are they to buy. And every lead you select will have all the notes attached and other lead-related information you have gathered.
Key impacts on sales growth:
- Focuses on sales management and tracking.
- Offers visual pipelines for clear progress tracking.
- Automates repetitive tasks to improve sales team productivity.
- Provides detailed reporting and forecasting for sales planning.
Pipedrive pricing
Pipedrive offers different pricing plans to cater to businesses of varying sizes and needs. It's important to note that Pipedrive also offers a 14-day free trial for users to explore the features before committing to a paid plan.
Here's a link where you can check out their prices in more detail.
Best sales proposal SaaS tools
Proposal software are some of the most important sales productivity tools you can have in your toolbox.
Modern sales teams are usually well-equipped with numerous sales tools, and proposal software is one of the most important sales software categories sales reps usually use.
These tools are designed to make the proposal creation process as simple as it gets. This means - using these sales tools you can quickly create, edit, and track your sales proposals.
Let's dive into our list of the best sales tools that can help you close more deals.
P.S. We've created a buyer's guide to sales proposal software. Here's everything you need to know before you choose a proposal tool.
#20 Propoze
When the time comes to send a proposal, you'll want to save as much time as possible and move forward with your offer. This is where Propoze comes in. In just a few clicks, you can set up your profile, clients, services, and units.
The drag-and-drop proposal builder helps you put together your proposal lightning-fast. Even better, every proposal will look beautiful and professional.
And sharing these proposals is as easy as clicking the button.
It's perfect for freelancers and micro companies, especially if you're looking for a simple solution that will get the job done.
Overall, if you're looking to boost your sales productivity, give Propoze a try!
Key impacts on sales growth:
- Simplifies proposal creation with a drag-and-drop builder.
- Enhances proposal presentation with professional templates.
- Speeds up the sales cycle by enabling quick proposal sharing.
- Ideal for freelancers and micro-companies looking for an easy solution.
Propoze pricing
Propoze offers 2 pricing options - a free-forever plan and a Plus plan.
Here's a link where you can join Propoze and start creating winning proposals!
And to top it off - here's our guide for writing winning sales proposals that will help you increase your conversion rate and win more business!
#21 Proposify
Proposify is a great proposal software with a long list of features you'll want to try out.
Once you fire up Proposify, you'll instantly have access to all their predesigned proposal templates - which can be fully customized. They are all smartly designed and organized by components - meaning you can templatize your work even more.
Similar to other proposal software, it has a drag-and-drop proposal editor you can use to build your proposals - and it works great. Every element you add can be customized, which is awesome when you want to fully brand your documents.
Whatever kind of content you're looking to accelerate your proposal creation process - Proposify has you covered. Their content library is filled with options for customizing variables, fields, and templates.
Keep in mind, some formatting options are so intuitive, especially when editing images. And content library is a bit limited, so try considering it as a foundation for your custom proposals.
All in all, if you're generating a serious amount of leads constantly and you've got the budget - Proposify is a great pick.
Key impacts on sales growth:
- Streamlines proposal processes with customizable templates.
- Offers a drag-and-drop editor for easy proposal customization.
- Includes a content library for quick proposal assembly.
- Suitable for businesses generating a significant number of leads.
Proposify pricing
Team plans begin at $49/mo per user, but there is a free version available for individuals. If you're still unsure, Proposify offers a free demo so give it a try. In any case, here's their complete pricing table below.
#22 Nusii
Nusii is a proposal software designed to help you create proposals with their predesigned templates and share them via email. Unlike Hello Bonsai, Nusii is fully focused on proposals and it comes with all proposal-related features in all its pricing tiers.
One cool proposal feature that stands out is the ability to directly upload (or embed) videos into proposals using YouTube or Vimeo. Having video content in proposals is not a widespread common practice, so it does seem to offer something extra.
Another great thing is the variables module - this enables your sales team to automatically update client's personal or company details in proposals.
Besides these features, here are some that stand out the most:
- Automated reminders
- Proposal tracking
- E-signatures
- User management
- Multi-language support
Also, Nusii provides an API and Zapier integration, which can help you connect Nusii with numerous 3rd party software like Salesforce, QuickBooks, HubSpot, Slack, Trello, and many more.
Like other proposal software on this list, Nusii offers a drag-and-drop proposal builder with custom branding abilities. And this is of great help if you want to personalize your proposals with custom logos, fonts, images, and domain names.
Your sales proposal acceptance rate is low, but you aren't sure why is that happening? Check out our list of the most common sales proposal mistakes and learn how to fix them!
Key impacts on sales growth:
- Facilitates proposal creation with pre-designed templates.
- Allows embedding videos in proposals for a dynamic presentation.
- Features automated reminders and proposal tracking for efficiency.
- Offers e-signatures and user management for streamlined operations.
Nusii pricing
Nusii offers several different pricing options, with a 14-day free trial regardless of which option you choose. Their pricing starts at $29/month, but it's best to check it out in the free trial.
Here's a link to their pricing page where you can inspect it a bit better.
#23 Hello Bonsai
Bonsai is another proposal software (and a business management platform) with a large number of features. If you're a small business owner, you. may want to look into Bonsai.
It's packed with a ton of features for all different areas of business:
- It features its own CRM
- Includes scheduling, time tracking, and task management features
- Enables you to do invoicing, accounting, taxes, etc.
And besides all these features, it offers a proposal builder. in short, if you're looking for an all-in-one solution, they may be better ones then Hello Bonsai - but it gives you great value for money.
Especially if you're an agency account manager or a sales manager - many of your day-to-day challenges can be solved with Hello Bonsai. And to make it all work faster, Hello Bonsai offers numerous templates:
- Contract templtaes
- Proposal templates
- Scope of work templates
- Brief templates
- Form templates
- Invoice templates
Overall, it's a great all-in-one tool to use, especially if you need to send several proposals monthly.
However, time tracking feature doesn't capture evidence of your work, and some features do seem a bit underwhelming (contract creation especially), so be sure to check out the alternatives before making the final decision.
Key impacts on sales growth:
- All-in-one solution covering proposals, contracts, invoicing, and more.
- Features a built-in CRM for better client management.
- Includes time tracking and task management for freelancers.
- Offers a range of templates for contracts, proposals, and invoices.
Hello Bonsai pricing
Pricing plans start at $17/mo and there is a 7-day trial available. Below you can find their complete pricing table.
Best accounting SaaS tools
Efficiently managing your business finances is crucial when looking to make an informed decision. Accounting SaaS tools will help you cut down the time spent on administrative tasks and provide you with meaningful insights into your finances.
Even more, these tools will help you optimize your financial processes and save more money in the long run.
Now, let's go through our list of best account tools.
#24 Quickbooks
If you're planning on working regularly with bookkeepers and accountants, Quickbooks may be a solid choice for your business. Regardless if you're a small business or an established large company, Quickbooks can provide you with a ton of features to assess different areas of your business.
Good to know is that even though Quickbooks is user-friendly as it can be -there can be a learning curve, especially if you aren't familiar with the basic principles of accounting. So if you're looking to use Quickbooks, make sure you know the accounting basics - or that someone else in your team does.
Once you log in, you'll immediately see the main dashboard where you have an overview of your account. Here, your profit and loss overview is shown, your invoices, and your expenses and sales.
Also, using the Banking tab in your sidebar, you can connect your bank and credit card accounts. This is an extremely helpful feature, as all the transactions get imported and categorized for you. And later, when you're reconciling the books, you'll be able to easily review these transactions.
Even better, you can customize invoices, set up automatic sales tax tracking, enter mobile receipts and bills, and more. And if you have an accountant or a bookkeeper, you can invite them to your Quickbooks account.
Here's what you should know before choosing Quickbooks:
- In their starter plan, you get more than 50 different reports
- There are more than 750 3rd party app integrations available
- You can easily find Quickbooks experts and online resources
- They offer phone and live chat support 24/7
- The learning curve is definitely there, be prepared to learn about accounting
Now, let's check the pricing plans.
Key impacts on sales growth:
- Provides comprehensive financial management features.
- Automates accounting tasks to save time and reduce errors.
- Offers robust reporting tools to monitor business health.
- Integrates with numerous apps for a seamless workflow.
Quickbooks pricing
Even though their pricing plans may be a bit costly, as you can see, they often have promotions and limited offers so don't miss it. Every plan comes with a 30-day free trial, so you got plenty of time to find out if QuickBooks is the right tool for you.
#25 Freshbooks
If you're a freelancer or a (very) small business, Freshbooks may have just what you're looking for. It does have some user and client limits, so it's not well-suited for growing companies.
Once you log in, you'll see the main dashboard with charts that summarize invoices, profit and loss, revenue streams, and spending. It even has a mobile app so you can stay on top of your finances on the go.
Freshbooks has a great invoicing feature - you can send invoices on the go, scan receipts, and track mileage. And it's pretty easy to use if you're not tech-savvy. All the transactions are automatically categorized, but there is a catch. You can't set up your own bank rules, there is no global search function, and their starter plan lacks double-entry accounting reports and bank reconciliation tools.
Also good to know - all plans include time tracking and the ability to add billable hours and billable expenses to invoices.
Still, if you're a freelancer, this may be exactly what you need. And the mobile app has its uses. For example, you can reply to your clients' questions directly from the app. Also, you'll get notified every time an invoice is viewed or if it is overdue.
There's a lot you can do with Freshbooks, but there are still many drawbacks. But if you have simply the basic accounting needs, Freshbooks will serve you great!
Working with retainer clients is much easier if you have accounting software up and running. Here's our complete guide to monthly retainer contracts.
Key impacts on sales growth:
- Tailored for freelancers and very small businesses with user-friendly invoicing.
- Automates expense tracking and time tracking for billing accuracy.
- Offers mobile app functionality for managing finances on the go.
- Simplifies client communication with invoice-related notifications.
Freshbooks pricing
Freshbooks offers 3 pricing plans and a custom enterprise plan - and they're all extremely affordable. If you're a freelancer on a budget, check out their pricing page and find the best deal for your freelance business.
#26 Xero
Xero comes with extensive features, well-suited for handling complex accounting processes of companies of all sizes. Here's a quick overview of what you can do with Xero:
- Pay bills
- Claim expenses
- Accept payments
- Track projects
- Manage contracts
- Manage store files
And much more!
What you need to know - Xero's invoicing capabilities are unmatched. You can create and customize an invoice for clients and then accept credit card, debit card, or bank transfer payments within the invoice itself. You can customize every invoice and even set up automatic reminders for your clients to pay, directly from the Xero app.
Keep in mind, Xero has its own payment gateway, so there's no need on implementing Stripe or any other. There is a certain fee for using the said payment gateway. Expect a fee of around 2.9% plus 25 cents per transaction.
Also, if multiple currencies are a priority to you, it would be best to consider other platforms that offer this at a lower cost. The feature is available, but only in the highest tier plan which comes at $70/month.
Overall, Xero is great for both smaller and larger teams. But if you're a freelancer or a solopreneur, it may be a bit too big and complex, as your needs will mainly fall in the categories of sending invoices, receiving payments, and keeping track of income.
Key impacts on sales growth:
- Streamlines accounting processes with comprehensive features for all sizes of companies.
- Enhances invoice customization and payment acceptance directly within invoices.
- Supports multiple currencies in the highest tier plan for global business transactions.
- Offers extensive integrations to enrich customer data and streamline operations.
Xero pricing
There is a 30-day free trial for every paid plan, and their most affordable Starter plan starts at $25/month. Here is the entire pricing table.
Best analytics SaaS tools
Making crucial decisions without proper analysis is painfully stressful and can yield worse results than predicted. With sales analytics SaaS tools, we can avoid that stress.
These tools will help you better understand your key performance indicators, measure the impact of your sales activities, and provide your sales managers with powerful insights into your business performance.
Here's our list of the best SaaS analytics tools every small business should try out.
#27 Google Analytics 4
If you've ever dabbled with online analytics, chances are - you know about Google Analytics. It's safe to say that it's currently the most popular - and the most powerful - analytics SaaS tool.
What every business owner needs to understand is that Google Analytics is essential for understanding website performance. Regardless of the size of your business, your industry, and your goals, using Google Analytics is a must.
Luckily, it's easy to use and you can quickly get familiar with all the reports inside the app. And what's even better - Google has a complete course for beginners on Google Analytics 4, so don't miss it! As we write this, Universal Analytics (the good-old GA) is still available, but the transition to Google Analytics 4 is happening soon, on 1 July. So, be sure to get familiar with GA4 and learn all the nitty gritty details.
And frankly, there are many reasons to do so.
With Google Analytics, you'll get actionable insights into your audience demographics, traffic sources, and your most popular content. Also, Google Analytics allows you to fully customize your dashboard so you can quickly glance at the most important metrics.
You can stay on top of your sales funnels, track your marketing campaigns, segment your customers, and much more. But be prepared - Google Analytics 4 is hard. It works much differently than its predecessor, so be sure to go through the GA4 course by Google.
Key impacts on sales growth:
- Provides actionable insights into audience demographics and traffic sources.
- Customizable dashboards for monitoring important metrics at a glance.
- Tracks sales funnels and marketing campaigns for optimized customer segmentation.
- Requires a learning curve due to significant differences from its predecessor.
Here is a quick tutorial guide to get you started with GA4.
Google Analytics pricing
Google Analytics offers a free version that provides robust tracking and reporting capabilities for most small to medium-sized businesses. However, for larger enterprises or businesses with more advanced needs, Google Analytics 360 (formerly known as Google Analytics Premium) offers enhanced features, dedicated support, and increased data processing limits.
The pricing for Google Analytics 360 is customized and based on the specific requirements of each business.
#28 NapoleonCat
NapoleonCat is one of the most commonly used social media and content publishing tools, designed to help your sales enablement and customer success teams nail down their messaging.
Here's how NapoleonCat works.
Among the most notable features is the unified inbox. It brings together all social media comments, messages, and reviews (this includes your Facebook and Instagram ad comments) in a single screen. If you have a larger community and you're active on several social platforms - using a unified inbox will be a huge relief.
You can even set up personalized, automated moderation rules. So, when a customer types in a typical query in the comments or your private messages - NapoleonCat will publish your predesigned responses. If there's a question your customers are asking repeatedly, think about using automated responses.
And like any other social media tool, NapoleonCat features a publishing tool. Currently, you can schedule your content for Facebook, Instagram, TikTok, Twitter, LinkedIn, and Google My Business. Also, there are several collaboration-oriented features so delegating tasks and getting approval will be easier than ever.
Once your posts are published and you've gained some traction, you'll be able to track every single interaction and measure the efficiency of your social media efforts. NapoleonCat provides you with several analytics dashboards that will help you identify the top-performing posts, best topics, best publishing times, and much more.
And whenever you need to send a report to your stakeholders, you can use on of many predefined report templates for both weekly and monthly reports.
NapoleonCat has been on the market for 10 years already and they've been gathering feedback from social media managers and improving constantly. Every feature is well-developed, integrations work perfectly, and you'll find that not that many tools offer standout features like automated responses which really hit the nail for many.
Key impacts on sales growth:
- Consolidates social media messages in one location for easier customer engagement.
- Automates responses to frequently asked questions.
- Analyzes social media performance to highlight successful content.
- Facilitates team collaboration on social media management tasks.
NapoleonCat pricing
There is a 14-day free trial period for both Standard and Pro plans, so you can test it without any risk. The Standard plan will be great for you if you have basic social media needs and not too many social channels. But if you're looking to take advantage of all NapoleonCat's features like automated moderation - the Pro plan is your go-to choice.
Here's a link to their pricing page where you can check their prices in more detail.
#29 Userpilot
Userpilot is much more than an analytics tool. It's a product experience platform for customer success and product development teams that will help you onboard users and increase product adoption.
In short, with Userpilot you can:
- Create, manage, and test custom flows in-app
- Target user personas with specific messaging
- Customize the UI for different personas
- Set and track goals
The thing is - you don't have to write a single line of code for Userpilot to work. Your customer success teams can use Userpilot to build various custom product experience flows. And it all works with a simple, easy-to-use flow builder.
This means you can customize the entire UI - buttons, boxes, images, backgrounds, colors, and much more. And every experience can be A/B tested!
When are these experiences displayed and how does a user engage with them?
The simple answer is - they can start with a simple user behavior like page or a mouse event. Alternatively, these experiences can be triggered if a user is a part of a specific target group, based on their attributes or behaviors.
The potential of Userpilot is incredible. For example, by creating onboarding flows, you can allow users to choose their own journey through tutorial. Or you could use adoption flows to announce new features and entice users to try out features they still haven't.
To sum it all up - Userpilot is all about custom experiences. Not every app user has the same goal for using your product. They won't all be using the same features. Some users may use your product every single day, while others may not. With Userpilot, you can fully customize the app experience for every single user.
Key impacts on sales growth:
- Enables the creation of custom in-app experiences without coding.
- Targets specific user segments with personalized messages.
- Offers A/B testing to refine user interactions.
- Tracks goals to measure product adoption and engagement.
Userpilot pricing
There is no free plan and there are no free trials, but before you decide to buy, the Userpilot team will guide you through their demo so you know the ins and outs of the software. And as you can notice, it's a bit pricey. The Starter plan starts at $299/mo (billed monthly), but if you're looking for some advanced features - you'll need to talk to their sales team.
Here's a link to their pricing page.
Best customer support SaaS tools
Providing top-notch customer support is critical when you want to build strong relationships with your customers. These SaaS tools will help you streamline your support processes and shift your focus from support to customer success.
Customer support tools also help you gather a ton of customer data, meaning you'll have a much better insight into your user behavior.
Let's explore several customer support SaaS tools.
#30 Help Scout
If your team is handling dozens, and even hundreds, of customer inquiries each week, Help Scout may be a perfect fit for your team. When you open your Help Scout account, you'll get access to a large number of tools - shared inbox, knowledge base, and live chat software.
And here's how it works. For start, you can use the shared inbox to write down private notes and @mentions for your team members. Also, it will help you eliminate duplicate work by showing when someone is working on a specific conversation.
You can also automate your routine tasks with custom workflows and even add additional context to every customer profile.
But customers won't necessarily contact you every time they need help. And that's where Docs comes in, Help Scout's knowledge base builder. It will help you create self-service content with built-in search functionality and organization features, so they'll find all the answers they need really fast.
And even better - you'll know which content is doing best and where you can improve.
Besides the unified inbox and Docs, you'll have Beacon at your disposal. Beacon is a live chat that offers proactive support options through an embeddable widget. For example, a customer could search your Docs help articles or reach out directly to your team right from the widget.
And when the time comes to report on your success, you'll be able to do it with Help Scout's custom reports and zero in on the metrics that matter the most.
Key impacts on sales growth:
- Combines email, knowledge bases, and chat for comprehensive customer support.
- Automates workflows and organizes customer information for efficiency.
- Encourages self-service with easily accessible guides and articles.
- Generates reports to assess support team performance and customer satisfaction.
HelpScout pricing
Help Scout offers a 15-day free trial, so give it a try if you're dealing with many customer inquiries. The Standard plan starts at $25/month and it comes with every key you need to create an awesome customer support system.
Here's a link to Help Scout's pricing page.
#31 Kayako
Kayako is another customer success platform that can help you manage customer requests and sales conversations across any channel. It helps you stay on top of your interactions by unifying all support channels, customer information, unifying email, social, and live chat conversations in a single place.
One of the most notable Kayako features is the Help Center. Your customers will have everything they need to help themselves with a huge repository of help articles, videos, and FAQs, a self-service community, and a complete view of the community's support history.
This will lighten your support agents' workload by setting up automated replies for repeating questions and deflecting new support requests to the Help Center. And you can even monitor what your customers are searching for to find out which areas could use some improvement.
And you can really bring every app together with Kayako. If a new case is created, you can automate a message sent to your support channel on Slack. Or if a Salesforce opportunity is tagged as won, you could automate assigning a new case to your onboarding team. And if a Stripe payment is successful, you can automate creating a new customer in Kayako.
With over 650 integrations available, you can bring in all customer interactions from these apps in Kayako and enrich your customer data with additional context.
The possibilities are endless, which places Kayako at the top of the customer success tools category.
Key impacts on sales growth:
- Integrates support channels for a unified customer service experience.
- Provides a Help Center for customer self-service options.
- Uses automated responses to address common inquiries quickly.
- Supports over 650 integrations for enhanced customer insights.
Kayako pricing
When you visit Kayako's website, checking their pricing page will leave you a bit disappointed. No pricing info can be found on their pricing page and you'll need to contact them directly to get a quote.
But if you dig a bit deeper, you'll find their previous pricing info so you know what kind of pricing to expect.
#32 Freshdesk
Freshdesk is another customer success tool that provides you with everything you need to deliver great customer service. Omnichannel capabilities, automated ticket routing, and in-depth reporting are just the tips of the Freshdesk iceberg, as the number of features and their variety is stunning.
Similar to other tools, it comes with a unified inbox - your email, phone, web, chat, and social conversations will all be placed within a single view.
Ticketing with Freshdesk works really great. Here's what to expect here:
- Freshdesk will automatically suggest ticket fields to categorize, prioritize, and route incoming tickets
- You can create custom statuses that suit your workflow to identify what stage a ticket is in
- You can execute multiple actions on a ticket with a single click by automating repeated actions
- Quick, consistent responses to common questions can be sent by creating preformatted replies
But the real challenge is in managing your support team. And Freshdesk makes this challenge seem so easy. Freshdesk will automatically assign tickets to agents and groups based on keywords, requesters, or properties. And it will take into account the agent's workload and skill, so the tasks get evenly distributed.
Freshdesk also features a chatbot powered by Freddy AI, so you can count on your chatbot to deliver instant and precise answers to your customer's questions and resolve issues faster.
And keep in mind - every single interaction can be measured, every ticket reply can be turned into a knowledge base article, and every issue raised in the forum can be turned into a ticket.
So, if you're looking for a well-rounded customer support tool, Freshdesk may be the best pick. If not for the features, then for its affordability.
Key impacts on sales growth:
- Manages customer conversations from various channels in a unified inbox.
- Automates ticket routing to categorize and assign support requests.
- Implements an AI chatbot for instant customer interactions.
- Delivers in-depth reporting for insights into support activities and outcomes.
Freshdesk pricing
There is a free plan that allows you to onboard up to 10 agents (insane!) and use all the key features to supercharge your support. Other plans are also highly affordable and you can even try them out for free in a 21-day free trial.
Here's a link where you can check out all their pricing plans.
#33 Zendesk
Zendesk offers an all-in-one solution for managing all your customer interactions from a single, dynamic interface. With features like web widgets, pre-defined ticket responses, and a full customer history, you can streamline your support process and achieve results much faster.
The Agent Workspace in Zendesk is a platform that allows support agents to handle conversations with customers across all channels. Through automated triggers, you can proactively engage customers at the right moment, even before they ask their questions.
In the Zendesk Suite, you'll find an array of powerful products that cater to various aspects of customer support.
There's just so many tools at your disposal, from Ticketing System and Help Center to Community Forum, Messaging, Zendesk Taslk and Zendesk Explore. Everything you need to deliver a perfect support experience is in this suite.
By leveraging Zendesk's unified interface, automated triggers, and robust analytics, you can raise the quality of your support operations and provide an outstanding customer experience. Whether you're looking to improve response times, enhance customer satisfaction, or streamline your support workflows, Zendesk Suite has got you covered.
All in all, if you're in search of a versatile and feature-rich customer support solution, Zendesk should be on your radar. Its integrated platform and wide range of offerings make it a top choice for businesses seeking efficient and effective customer service management.
Key impacts on sales growth:
- Offers a comprehensive suite for managing customer interactions across multiple channels.
- Utilizes automated triggers for proactive customer engagement.
- Covers various customer support aspects with an extensive product suite.
- Employs analytics for improved support operations and customer experiences.
Zendesk pricing
There is a 14-day free trial for every plan, so you can try it risk-free. Regardless, their prices are affordable, so if you're looking for an all-in-one support solution, check out Zendesk.
And be sure to 9check their entire pricing and compare plan features by visiting their pricing page.
Get better sales results with Propoze
Phew, this was a really long ride. But it was definitely worth it!
Today, we've gone through more than 30 SaaS tools that will help you shorten your sales cycle, make everyday work easier for your sales and marketing teams, and supercharge your sales activities.
It's easy to see why SaS tools are taking over the market. Their accessibility coupled with game-changing features and affordable pricing has made it easy for small businesses to carve their way through any niche.
But among all these tools, we cannot recommend Propoze enough. It will drastically cut down the time spent on creating and tracking proposals, and make them all look stunning in the process.
Propoze is constantly evolving and new user-requested features are being developed continuously, so if you're in need of sales enablement software that can help you close more deals - choose Propoze.